“The ordinary gives the world its existence, the extraordinary its value.”
Research-driven global asset allocation strategies, via a range of dynamic models from a global opportunity set of traditional as well as alternative strategies (hedge funds, private equity, real estate and other real assets), the weighted composition of wich aims to match an investor's risk tolerance, liquidity and lifecycle portfolio goals.
Constant portfolio monitoring and rebalancing of position weights, as determined by evolving market conditions and the type of asset allocation basket (capital growth and/or income), so as to protect an investor's purchasing power and generate inflation-and-risk-adjusted returns through full market cycles.
On-going risk management via a disciplined rules-based evaluation, including pre-determined risk control parameters that strengthen the ability to cut losing positions early and ride profitable positions with conviction. Our tool-kit includes methodologies to hedge concentrated or correlated positions and thus provide protection against unforeseen events.
It is common for multi-generational families to build over time a disjointed medley of investment relationships with multiple service providers. For families wishing to set up a centralized information-distilling and decision-making hub, our consulting services are on a project-by-project basis and provide a comprehensive rationalization process focused on investment management, operational efficiency and cost optimization.
Decision-support research for fund manager selection or evaluation of specific securities, whether or not such financial instruments are underlying candidates for populating our asset allocation baskets: covering global equities, global fixed income, commodities, hedge funds, private equity, liquid and illiquid real estate and specialized strategies.
Clients choose to work with us either through the entire spectrum of our service offering or by selecting one or more of the above services.